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Christine Mies

Forvis Mazars Wealth Advisors, LLC

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About Christine Mies

Christine Mies is a registered Investment Advisor Representative with Forvis Mazars Wealth Advisors, LLC. Christine has been in the industry for over 20 years and has a strong track record of providing financial advice to individuals, families, and businesses. Christine is committed to helping clients reach their financial goals. Christine has a deep understanding of the financial markets and a wide range of experience in investment management, financial planning, and retirement planning. Christine is also a Series 65 and Series 63 licensed professional. She is a member of the National Association of Personal Financial Advisors (NAPFA).

Firm Information

Christine Mies is currently registered with Forvis Mazars Wealth Advisors, LLC. Forvis Mazars Wealth Advisors, LLC is an investment advisor headquartered in Springfield, MO. The firm provides financial planning, pension consulting, educational seminars, and portfolio management for individuals, businesses, and charitable organizations. With a focus on high-net-worth clients, the firm manages over $8.9 billion in assets. They are registered with the SEC and have a strong reputation for providing comprehensive and personalized wealth management services.
Forvis Mazars Wealth Advisors, LLC

910 EAST ST LOUIS ST

SPRINGFIELD, MO 65806

$8.92B

Assets Under Management

145

Total Clients

79

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Christine Mies’s Registration & Firm History

KS

12/06/2017 - Present

Forvis Mazars Wealth Advisors, LLC (Wichita KS)

KS

07/11/2005 - 12/04/2017

TRUENORTH, INC. (WICHITA KS)

KS

01/10/2002 - 10/19/2004

COOPER MALONE MCCLAIN, INC. (WICHITA KS)

NJ

03/18/1997 - 11/09/2001

UBS PAINEWEBBER INC. (WEEHAWKEN NJ)

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Licenses & Designations

IA

Issued 12/04/2007

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/24/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/27/2014

Series 28 - Introducing Broker/Dealer Financial Operations Principal Examination

BC

Issued 12/04/2017

SIE - Securities Industry Essentials Examination

BC

Issued 03/17/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Christine Mies.
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